Carol ChaneyCRD Number: 1949176
Current Firm: Geneos Wealth Management, Inc.
Carol Chaney (CRD# 1949176) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Union Bridge, MD and has over 14 years of experience in the finance industry.
Oxford Planning Group, LLC
Commonwealth Financial Network
Wbh Advisory, Inc.
|Geneos Wealth Management, Inc.||Union Bridge, MD||Oct 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management2,647MILLIONS
Total Number of Accounts13,540ACCOUNTS
Average Account Value$195,464
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY